Financial Planning

“Plans are nothing. Planning is everything.”

— Dwight D. Eisenhower

Comprehensive Financial Planning | Wozny Capital Advisors

Financial planning is the core of what we do. Your plan begins with a thorough review of your current financial situation. Just as you wouldn’t want a doctor who hasn’t thoroughly reviewed your medical history and symptom to write a prescription for you (based on the last sales rep who was in the office), we can’t provide financial advice about any individual topic without understanding your entire financial situation.

  • You are unique, and your financial plan should reflect you
  • Financial planning is more than an investment portfolio
  • Complexity isn’t always better
  • Risk is just as important as return
  • Experience matters
  • As a fiduciary, your interests come first

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